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Portfolio (Quarterly) Guide ↗

Dynamic Advisor Solutions LLC

· CIK 0001599747
13F Portfolio $3.1B AUM 932 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 79 New 277 Added 490 Reduced 79 Exited
Page 44 of 47  ·  932 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 AOM ISHARES TR 4,864.0 $232K 0.01% -922.0 -15.9% $47.73 +3.3%
862 ICICI BANK LIMITED 7,760.0 $231K 0.01% -581.0 -7.0% $29.80
863 KR KROGER CO Consumer Defensive 3,694.0 $231K 0.01% -65.0 -1.7% $62.48 +7.4%
864 ANNALY CAPITAL MANAGEMENT IN 10,257.0 $229K 0.01% -213.0 -2.0% $22.36
865 DDS DILLARDS INC Consumer Cyclical 378.0 $229K 0.01% NEW $606.34 -9.0%
866 TGT TARGET CORP Consumer Defensive 2,337.0 $228K 0.01% -147.0 -5.9% $97.75 +25.1%
867 PKW INVESCO EXCHANGE TRADED FD T 1,690.0 $227K 0.01% $134.35 +1.0%
868 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,725.0 $225K 0.01% -283.0 -14.1% $130.52 -5.1%
869 IEF ISHARES TR 2,339.0 $225K 0.01% NEW $96.14 -2.4%
870 TSCO TRACTOR SUPPLY CO Consumer Cyclical 4,482.0 $224K 0.01% -218.0 -4.6% $50.01 -36.6%
871 SONY SONY GROUP CORP Technology 8,748.0 $224K 0.01% +214.0 +2.5% $25.60 -10.9%
872 PRU PRUDENTIAL FINL INC Financial Services 1,980.0 $224K 0.01% -270.0 -12.0% $112.88 -8.6%
873 FTEC FIDELITY COVINGTON TRUST 989.0 $222K 0.01% -140.0 -12.4% $224.72 +21.7%
874 DEO DIAGEO PLC Consumer Defensive 2,575.0 $222K 0.01% -266.0 -9.4% $86.26 -0.3%
875 GM GENERAL MTRS CO Consumer Cyclical 2,730.0 $222K 0.01% -977.0 -26.4% $81.32 -5.1%
876 ROST ROSS STORES INC Consumer Cyclical 1,228.0 $221K 0.01% NEW $180.13 +18.1%
877 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 9,807.0 $219K 0.01% -253.0 -2.5% $22.32 -26.2%
878 IQDY FLEXSHARES TR 5,955.0 $218K 0.01% $36.64 +14.6%
879 DIVI FRANKLIN TEMPLETON ETF TR 5,600.0 $218K 0.01% +100.0 +1.8% $38.89 +10.7%
880 CTAS CINTAS CORP Industrials 1,158.0 $218K 0.01% -174.0 -13.1% $188.01 -8.3%
Page 44 of 47  ·  932 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.3%
Financial Services 20.1%
Consumer Cyclical 9.8%
Communication Services 8.3%
Industrials 8.3%
Healthcare 7.8%
Consumer Defensive 5.1%
Energy 3.8%
Utilities 2.9%
Real Estate 1.9%